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Cascade Wealth Group

Cascade Wealth Group Portfolio Cover

Challenge

Cascade Wealth Group first came to us needing to better connect with their target market for higher end financial planning. We went through the process of identifying their needs and growth potential and created a plan to move forward with a new perspective.

Solution

We were able to conduct brand exercises allowing us to focus in on brand messaging, build a new website with a solid content strategy, and utilize collateral and marketing materials to attract better prospects for client acquisition.

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